RC
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Rodney Chamberlin

33 Years of Experience
Irvine, CA
BrokerSells Insurance

Rodney Chamberlin is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

9070 Irvine Center Dr Ste 100, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rodney operates Chamberlin & Associates and Magnum Wealth Management, LLC as DBAs for his LPL business. He also sells fixed life, disability, and long-term care insurance, and spends minimal time as an author.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
May 2013 - November 2017 · 4 yrs 6 mos
National Planning CorporationBroker
May 2013 - November 2017 · 4 yrs 6 mos
LPL Financial LLC
January 2005 - May 2013 · 8 yrs 4 mos
LPL Financial LLCBroker
January 2004 - May 2013 · 9 yrs 4 mos
Securities America, INC.Broker
July 2000 - January 2004 · 3 yrs 6 mos
Locust Street Securities, INC.Broker
April 1998 - July 2000 · 2 yrs 3 mos
Intervest International Equities CorporationBroker
May 1994 - April 1998 · 3 yrs 11 mos
Programmed Equities CorporationBroker
May 1992 - May 1994 · 2 yrs
State Registrations11 states
AZCACOIDKYMNNVORTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rodney Chamberlin - Financial Advisor | TrueAdvisor